Northern Trust in Florida
Helping new and established Floridians achieve optimal outcomes for more than a century.
YOUR TRUSTED PARTNER IN FLORIDA
We proudly serve many of the state’s most successful families, companies and nonprofits, having earned their trust through outstanding service and advice.
Who We Serve in Florida
Individuals and institutions across Florida depend on us for our exceptional service, renowned expertise, integrity and innovative goals-driven wealth management approach.
Are You Looking to Relocate to Florida?
Our experts in Florida can help you successfully relocate and find opportunities to improve your plan.
How We Can Help You
We take a uniquely personalized approach — supported by interactive technology — to help you build a comprehensive plan for a lifetime of goals.
Why Northern Trust
Peace of Mind
Our firm has demonstrated resilience and stability across the best and worst of times. Our local presence keeps us attuned to the unique needs of Floridians.
With a broad range of specialized expertise and focus on the “triple-net” variable of taxes, fees and inflation, we develop research-backed solutions to ensure you meet your goals.
We have thrived in Florida through service excellence. This includes providing you a single point of contact, who coordinates with internal and outside advisors to optimize your plan.
East Region President, Wealth Management
Alexander P. Adams
South Florida President, Wealth Management
Thomas R. Oliveri
West Florida President, Wealth Management
Michael J. Bracci
East Florida President, Wealth Management
Global Head of Sales & Marketing, Wealth Management
Managing Director, International Wealth Advisory Services
REALIZE YOUR WEALTH’S FULL POTENTIAL
Guided by The Northern Trust Institute’s evidence-based approach, our advisors can recommend strategies that have proven most effective for clients like you. Request a meeting to begin improving your plan and uncovering new possibilities for your wealth.
1. As of August 2021
2. As of August 2021
3. As of August 2021